John Hutchins is a CFP-designated registered investment advisor at The Wealth Conservatory, based in Lebanon, NH, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 116 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.15% |
The Wealth Conservatory may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Contact
John Hutchins
Location
29 School Street, Po Box 1135, Lebanon, NH, 03766-4135
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Wealth Conservatory
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jay holds the Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA) designations, a Master of Science degree in Personal Financial Planning from the College for Financial Planning in Denver, Colorado, and he has earned the Accredited Investment Fiduciary Analyst (AIFA) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Jay began his career in 1983 as a financial planner, and spent ten years as a Trust Specialist and Investment Representative for the investment firm A.G. Edwards & Sons before founding The Wealth Conservatory in 1995 as a fee-only financial planning and investment management concern with no affiliations to banking, brokerage, insurance, or other sales-oriented organizations. Jay takes pride in having helped so many people for so many years as one of few early pioneers in the fee-only field.